MW

Milestone Wealth Portfolio holdings

AUM $89.5M
1-Year Est. Return 17.21%
This Quarter Est. Return
1 Year Est. Return
-17.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
245
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 3.94%
2 Consumer Discretionary 2.3%
3 Technology 2.23%
4 Healthcare 1.67%
5 Communication Services 1.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
$4K ﹤0.01%
+180
227
$4K ﹤0.01%
+133
228
$4K ﹤0.01%
+45
229
$4K ﹤0.01%
+1,923
230
$3K ﹤0.01%
+76
231
$2K ﹤0.01%
+441
232
$2K ﹤0.01%
+11
233
$2K ﹤0.01%
+27
234
$2K ﹤0.01%
+114
235
$1K ﹤0.01%
+28